← All themes

Artificial Intelligence

Artificial intelligence covers the companies building and selling machine intelligence — the chips that train and run models, the platforms that serve them, and the applications that put them in front of users. It is the widest technology theme on the market, and spans everything from silicon foundries to consumer software.

264 stocks

Agentic AI AI Inference Silicon AI Memory & HBM AI Software & Applications Chinese AI Sovereign AI

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
2651	PC Palo Capital Newport Beach, California	$1.91M	+$1.95M	2	1.61%	New
2652	FC Fayerweather Charles	$1.91M	-$73.4K	4	6.48%	Reduced
2653	LA Lucus Advisors New York	$1.91M	+$1.85M	4	0.85%	New
2654	PFA Paradigm Financial Advisors Des Peres, Missouri	$1.9M	-$333K	4	1.55%	Reduced
2655	AI ArchPoint Investors Coral Gables, Florida	$1.9M	$0	1	1.41%	Maintained
2656	BGA Belmont Global Advisors Dallas, Texas	$1.9M	-$2.01M	3	1.87%	Reduced
2657	IFS Ifrah Financial Services Little Rock, Arkansas	$1.89M	-$79.5K	4	0.74%	Reduced
2658	OC Oakworth Capital Birmingham, Alabama	$1.88M	+$3.45K	12	0.97%	Increased
2659	MAG Millrace Asset Group Berwyn, Pennsylvania	$1.87M	+$1.7M	1	1.94%	New
2660	SCG Sonata Capital Group Seattle, Washington	$1.87M	+$1.86M	2	1.69%	New
2661	K Kemper Chicago, Illinois	$1.86M	-$1.9M	1	0.57%	Reduced
2662	TM TigerShark Management New York	$1.86M	-$1.63M	2	1.88%	Reduced
2663	BCM Boyle Capital Management West Des Moines, Iowa	$1.85M	+$965K	1	1.71%	Increased
2664	RWM Raffa Wealth Management Washington, District of Columbia	$1.85M	+$4.61K	13	1.12%	Increased
2665	AWM AllSquare Wealth Management Albany, New York	$1.8M	+$1.83M	9	1.76%	New
2666	AFA Abacus FCF Advisors Orlando, Florida	$1.8M	+$1.77M	1	1.11%	New
2667	WI Wedgewood Investors Erie, Pennsylvania	$1.79M	+$53.5K	3	1.78%	Increased
2668	WRM Weybosset Research & Management Province, Rhode Island	$1.79M	-$3.68M	2	1.13%	Reduced
2669	CGOF Condorcet Global Opportunity Fund New York	$1.78M	+$1.85M	1	0.74%	New
2670	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$1.78M	+$1.79M	4	1.54%	New
2671	CCM Contrarian Capital Management Greenwich, Connecticut	$1.78M	+$1.68M	1	0.56%	New
2672	SAM Summit Asset Management Memphis, Tennessee	$1.77M	-$20.8K	2	1.28%	Reduced
2673	GAM Gemmer Asset Management Walnut Creek, California	$1.77M	-$218K	15	1.2%	Reduced
2674	TPCM Three Peaks Capital Management Castle Rock, Colorado	$1.76M	+$165K	1	0.87%	Increased
2675	CCM CWH Capital Management Spokane, Washington	$1.76M	-$3.06M	1	1.15%	Reduced